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Atticus Wealth Management’s McDonald's MCD Stock Holding History

Atticus Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$539K Sell
1,993
-122
-6% -$35K 0.13% 101
2026
Q1 		$657K Sell
2,115
-489
-19% -$156K 0.18% 91
2025
Q4 		$796K Sell
2,604
-11
-0.4% -$3.37K 0.2% 78
2025
Q3 		$795K Sell
2,615
-137
-5% -$41.7K 0.2% 70
2025
Q2 		$804K Buy
2,752
+64
+2% +$19.7K 0.22% 62
2025
Q1 		$840K Buy
2,688
+313
+13% +$93.6K 0.27% 50
2024
Q4 		$689K Sell
2,375
-589
-20% -$176K 0.21% 58
2024
Q3 		$903K Buy
2,964
+494
+20% +$136K 0.29% 46
2024
Q2 		$629K Sell
2,470
-954
-28% -$253K 0.21% 57
2024
Q1 		$965K Buy
3,424
+181
+6% +$52.6K 0.32% 45
2023
Q4 		$962K Buy
3,243
+183
+6% +$49.8K 0.34% 43
2023
Q3 		$806K Buy
3,060
+27
+0.9% +$7.7K 0.31% 47
2023
Q2 		$905K Sell
3,033
-152
-5% -$44.2K 0.33% 41
2023
Q1 		$891K Buy
3,185
+776
+32% +$208K 0.34% 44
2022
Q4 		$635K Buy
2,409
+267
+12% +$70.4K 0.26% 70
2022
Q3 		$529K Hold
2,142
– – 0.26% 58
2022
Q2 		$529K Buy
2,142
+745
+53% +$183K 0.22% 70
2022
Q1 		$345K Sell
1,397
-94
-6% -$23.4K 0.13% 104
2021
Q4 		$400K Buy
1,491
+298
+25% +$75.2K 0.16% 89
2021
Q3 		$288K Sell
1,193
-439
-27% -$105K 0.13% 86
2021
Q2 		$377K Buy
1,632
+2
+0.1% +$465 0.16% 82
2021
Q1 		$365K Buy
1,630
+7
+0.4% +$1.5K 0.17% 79
2020
Q4 		$348K Buy
1,623
+10
+0.6% +$2.17K 0.18% 74
2020
Q3 		$354K Buy
1,613
+116
+8% +$23.8K 0.21% 63
2020
Q2 		$276K Sell
1,497
-47
-3% -$8.62K 0.18% 73
2020
Q1 		$255K Sell
1,544
-150
-9% -$29.6K 0.21% 67
2019
Q4 		$335K Buy
+1,694
New +$336K 0.21% 63

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atticus Wealth Management's MCD Position: Q2 2026 in Review

Atticus Wealth Management reduced its McDonald's (MCD) stake by 5.8% in Q2 2026, selling an estimated $35K and leaving 1,993 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #101.

Atticus Wealth Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $965K in Q1 2024. 1,445 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Atticus Wealth Management held 1,993 shares of McDonald's worth $539K as of Q2 2026.
  • Atticus Wealth Management sold 122 McDonald's shares in Q2 2026, an estimated $35K.
  • McDonald's made up 0.13% of Atticus Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Atticus Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's McDonald's position peaked at $965K in Q1 2024.
  • 1,445 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.